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Schwab US Large-Cap Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
51
MAI Capital Management
Ohio
$62.4M +$4.42M +161,544 +8%
UCFA
52
United Capital Financial Advisors
Texas
$62.2M -$1.3M -47,645 -2%
CCWA
53
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$61.8M -$595K -21,772 -1%
HWM
54
HRC Wealth Management
Idaho
$60.2M +$1.35M +49,361 +2%
BFG
55
Berger Financial Group
Minnesota
$59.6M +$3.81M +139,311 +7%
OCM
56
One Capital Management
California
$59M +$315K +11,508 +0.5%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$56.1M +$2.3M +83,920 +4%
AWM
58
Angeles Wealth Management
California
$55.7M +$5.78M +211,344 +12%
FCI
59
Financial Counselors Inc
Kansas
$55.4M +$355K +12,992 +0.7%
NFG
60
Nadler Financial Group
Illinois
$54.9M +$784K +28,679 +1%
NCMW
61
Northern Capital Management (Washington)
Washington
$53.3M -$552K -20,172 -1%
PCIA
62
Prime Capital Investment Advisors
Kansas
$53.1M -$1.84M -67,305 -3%
VWA
63
Visionary Wealth Advisors
Illinois
$53M +$15.8M +577,448 +44%
KLI
64
Kelman-Lazarov Inc
Tennessee
$51.8M -$2.88M -105,209 -5%
FMP
65
Financial Management Professionals
Texas
$51.1M +$656K +23,987 +1%
UBS Group
66
UBS Group
Switzerland
$51M +$2.01M +73,357 +4%
Creative Planning
67
Creative Planning
Kansas
$50.9M -$485K -17,730 -1%
GAM
68
Gemmer Asset Management
California
$50.5M -$1.81M -66,216 -4%
FC
69
Forte Capital
New York
$49.4M -$2.78M -101,606 -5%
FPAS
70
Focus Partners Advisor Solutions
Missouri
$49.2M +$34.4M +1,257,850 +248%
ACM
71
Advance Capital Management
Michigan
$48.9M +$4.32M +158,076 +10%
MSFS
72
Main Street Financial Solutions
Pennsylvania
$48.3M +$2.57M +94,023 +6%
BFS
73
Burkett Financial Services
South Carolina
$47.9M -$1.75M -63,886 -4%
IWC
74
Integrated Wealth Concepts
Massachusetts
$47.9M +$5.14M +187,888 +12%
CWA
75
Cornerstone Wealth Advisors
Minnesota
$47.6M -$1.57M -57,227 -3%